Parnassus Investments
UNH icon

Parnassus Investments’s UnitedHealth UNH Stock Holding History

Parnassus Investments’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81.5M Sell
196,098
-4,032
-2% -$1.49M 0.22% 65
2026
Q1 		$54.2M Buy
200,130
+177
+0.1% +$52.7K 0.16% 83
2025
Q4 		$66M Sell
199,953
-8,964
-4% -$3.04M 0.17% 76
2025
Q3 		$72.1M Buy
208,917
+301
+0.1% +$91K 0.17% 73
2025
Q2 		$65.1M Sell
208,616
-12,180
-6% -$4.66M 0.15% 83
2025
Q1 		$116M Buy
220,796
+9,617
+5% +$4.92M 0.28% 50
2024
Q4 		$107M Buy
211,179
+21,764
+11% +$12.4M 0.24% 60
2024
Q3 		$111M Buy
189,415
+187,332
+8,993% +$106M 0.23% 57
2024
Q2 		$1.06M Buy
2,083
+300
+17% +$147K ﹤0.01% 119
2024
Q1 		$882K Buy
1,783
+239
+15% +$122K ﹤0.01% 125
2023
Q4 		$813K Buy
1,544
+307
+25% +$164K ﹤0.01% 119
2023
Q3 		$624K Buy
1,237
+100
+9% +$49.2K ﹤0.01% 124
2023
Q2 		$546K Buy
1,137
+459
+68% +$224K ﹤0.01% 118
2023
Q1 		$320K Buy
678
+178
+36% +$85.9K ﹤0.01% 129
2022
Q4 		$265K Buy
+500
New +$265K ﹤0.01% 128

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Parnassus Investments's UNH Position: Q2 2026 in Review

Parnassus Investments reduced its UnitedHealth (UNH) stake by 2% in Q2 2026, selling an estimated $1.49M and leaving 196,098 shares worth $81.5M. The position accounts for 0.22% of the portfolio, ranked #65.

Parnassus Investments first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $116M in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Parnassus Investments held 196,098 shares of UnitedHealth worth $81.5M as of Q2 2026.
  • Parnassus Investments sold 4,032 UnitedHealth shares in Q2 2026, an estimated $1.49M.
  • UnitedHealth made up 0.22% of Parnassus Investments's portfolio in Q2 2026, its #65 holding.
  • Parnassus Investments first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Parnassus Investments's UnitedHealth position peaked at $116M in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.